FIRST TRUST INDST/PRODUCERS (FXR) Institutional Ownership Changes & 13F Activity

FIRST TRUST INDST/PRODUCERS (FXR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Wells Fargo & Company/Mn, Bank Of America Corp, Rockefeller Capital Management L.P., and Gts Securities Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Security National Bank Of Sioux City IowaBuy+1,6421,642$149.62KQ2 2026Sep 18, 2026
Integrated Wealth Concepts LlcBuy+2,8312,831$257.95KQ2 2026Sep 09, 2026
Mercer Global Advisors IncSell-4,025-48.2%4,325$394.09KQ2 2026Aug 19, 2026
Centaurus Financial, Inc.Buy+134+1.6%8,685$791.00KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcSell-61-18.0%278$25.38KQ2 2026Aug 17, 2026
Wells Fargo & Company/MnSell-49,767-5.9%796,996$72.62MQ2 2026Aug 14, 2026
Bank Of America CorpSell-42,688-10.8%352,787$32.15MQ2 2026Aug 14, 2026
Gts Securities LlcBuy+23,18323,183$2.11MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+18,659+54.5%52,869$4.82MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-17,375-29.0%42,454$3.87MQ2 2026Aug 14, 2026
Flow Traders U.S. LlcBuy+13,451+243.6%18,972$1.73MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+11,297+2.2%533,258$48.59MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+9,901+45.7%31,569$2.84MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+8,5348,534$777.62KQ2 2026Aug 14, 2026
Earned Wealth Advisors, LlcSell-7,930-2.9%264,853$24.13MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-4,557-11.9%33,801$3.08MQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+3,4153,415$311.18KQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-3,146-21.5%11,502$1.05MQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+2,501+82.8%5,521$503.07KQ2 2026Aug 14, 2026
Regal Investment Advisors LlcSell-2,377-8.1%27,137$2.47MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+2,222+2.3%98,910$9.01MQ2 2026Aug 14, 2026
&PartnersBuy+1,330+36.6%4,968$444.93KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+586586$53.41KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+199199$18.13KQ2 2026Aug 14, 2026
Harvest Investment Services, LlcSell-147-3.0%4,808$438.11KQ2 2026Aug 14, 2026
Mai Capital ManagementSell-145-3.2%4,455$405.94KQ2 2026Aug 14, 2026
Morgan StanleySell-72,122-7.9%836,481$76.22MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Sell-29,970-90.3%3,204$292.02KQ2 2026Aug 13, 2026
Ubs Group AgSell-10,354-4.9%200,509$18.27MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+3,6303,630$330.78KQ2 2026Aug 13, 2026
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Frequently asked questions about FXR activity

  • Which institutional owners are buying FXR?

    Institutional owners buying FXR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in FXR activity?

    "Buy" means an investor increased their reported position in FXR compared to the prior reporting period. This reflects growing exposure to FIRST TRUST INDST/PRODUCERS (FXR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FXR increasing?

    Institutional interest in FXR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.